Udo Herges is a registered investment advisor at Herges Capital Management, based in San Diego, CA, with 8 years of industry experience. Udo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.00% |
| $100K - $300K | 1.28% |
| $300K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.72% |
| $3M+ | 0.64% |
Fees are not negotiable but are based on assets under management.
Fee Estimator
Location
5478 Renaissance Avenue, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Herges Capital Management
State Registrations2 states
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